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Credit Managers are barraged by requests and ad-hoc tasks every day. Some are more important than others!
One such crucial task is proactively deciding and managing the credit limits of your customers. You often come across scenarios where a customer exceeds the pre-set limit and you need to put the order on hold until they clear their past dues. Or even update the credit limit and credit preferences for a customer to allow more sales. However, all these tasks could be super complex and time-consuming.
With Oracle NetSuite's credit management tool you could do it in just a few clicks. Watch this tutorial to learn about-
1. Basics of credit limit management
2. How to add or update customer credit limit in Oracle Netsuite
3. How to set up credit limit preferences including order holds and release
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